SAGPX Mutual Fund
SAGPX Mutual Fund
SAGPX Mutual Fund
Principal Strategic Asset Management Conservative Growth Portfolio Class A
SAGPX Mutual Fund Overview
SAGPX Mutual Fund (Principal Strategic Asset Management Conservative Growth Portfolio Class A) is managed by Principal Funds with $1.87B in net assets. SAGPX expense ratio is 1.08%, holding 27 positions across various sectors. Inception date: 1996-07-25.
SAGPX performance shows a YTD return of 9.18%. The 1-year return is 17.48% and the 5-year return is 7.94%. SAGPX dividend yield stands at 12.25%, paid annually.
SAGPX top holdings include Principal U.S. Mega-Cap Etf (14.4%), Principal Capital Appreciation Fund (11.6%), Global Emerging Markets Fund (8.1%), Equity Income Fund (7.5%), Principal International Equity Etf (7.5%). Go to all SAGPX holdings, SAGPX sectors, or SAGPX dividends.
SAGPX can be compared against other funds. Use SAGPX overlap to find shared positions, or SAGPX vs another fund for a side-by-side view. SAGPX alternatives are available via the screener, along with tax-loss harvesting opportunities.